PRACTICE INFORMATION

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This practice is a RIA based in the New York metro area. The practice provides holistic investment and wealth management services and comprehensive financial planning to their 121 households.  Approximately 63% of the trailing 12-month revenue of $883,393 was generated from managing approximately $102,000,000 in assets, with the remaining revenue received primarily from financial planning, 401(k) plans, and insurance. This practice has a loyal client base with an average client tenure of more than 25 years. 

This is a Sell and Stay® opportunity as two of the practice’s minority partners are seeking a post-sale relationship with the acquiring firm. This is an excellent turnkey opportunity for a firm looking to add to their existing New York business or establish a satellite office in the New York metro area. The ideal acquisition partner would have or agree to hire a local seasoned and credentialed lead advisor to manage the acquired client relationships. The practice’s office space is available for lease.

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